Advanced Portfolio Management, LLC is an SEC-registered investment adviser based in New York, NY that reports managing 1 hedge fund on Form ADV. It reports $2.7 billion in regulatory assets under management. Its private funds, of all types, hold $34.6 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +21.1% 2025 YTD through Dec 31 (S&P 500: +16.4%), based on 13F filings. Over a longer period they returned an estimated +27.4% from Q3 2024 to Q4 2025, compared with +25.3% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $2.7 billionForm ADV Item 5.F
- Gross assets of private funds
- $34.6 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 12Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 138769
- Latest Form ADV
- 09/17/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q4 2025 | -2.8% | +2.4% |
| Q3 2025 | +7.1% | +7.8% |
| Q2 2025 | +16.6% | +10.4% |
| Q1 2025 | -0.2% | -4.5% |
| Q4 2024 | -0.0% | +2.1% |
| Q3 2024 | +5.3% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Microsoft Corp Com$2.2 million
- Broadcom Inc$2.1 million
- Meta Platforms, Inc.$1.7 million
- Amazon Com Inc Com$1.6 million
- Oracle$1.5 million
- Sofi Technologies Inc Com$1.4 million
- Nvidia Corp$1.3 million
- Salesforce Com Inc Com$1.3 million
- Vistra Energy Corp Com$1.3 million
- Venture Global Inc$1.2 million
As of 2025-12-31, from 13F filing by Advanced Portfolio Management, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures